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Kim Marie Ofstie

SECURIAN FINANCIAL SERVICES, INC.·ST PAUL, Minnesota
SECURIAN FINANCIAL SERVICES, INC.
400 ROBERT STREET NORTH, ST PAUL, MN 55101-2098CRD# 2885142Firm CRD# 15296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim Marie Ofstie · ST PAUL, MN
Registration
CRD #2885142 · SECURIAN FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kim Marie Ofstie is a registered financial advisor based in ST PAUL, Minnesota, affiliated with SECURIAN FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SECURIAN FINANCIAL SERVICES, INC.
SECURIAN FINANCIAL SERVICES, INC.
AUM
$20.7B
Regulatory assets under management
Employees
1750
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2885142
Firm CRD# 15296
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Marie Ofstie offer?
Kim Marie Ofstie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST PAUL, Minnesota for a consultation.
What are Kim Marie Ofstie's credentials?
Kim Marie Ofstie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Marie Ofstie located?
Kim Marie Ofstie is based in ST PAUL, Minnesota, working with SECURIAN FINANCIAL SERVICES, INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Kim Marie Ofstie charge for services?
Kim Marie Ofstie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURIAN FINANCIAL SERVICES, INC.?
SECURIAN FINANCIAL SERVICES, INC. has approximately 1750 employees and manages $20.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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